DBA: BELLTOWER PARTNERS
| Total AUM | $681.4M |
| Discretionary | $681.4M100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $97.3M |
| Employees | 5 |
| Peak AUM | $681.4MMar 2026 |
| AUM CAGR | +26.8% /yrover 1 yrs · 5 filings |
Total AUM
$681M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $681M | +42.6% | — | — | — |
| Discretionary AUM | $681M | +42.6% | |||
| Total AUM | $681.4M |
| Discretionary | $681.4M |
| Employees | 5 |
| Client Accounts | 7 |
| Client Range | 0 |
Address
545 MADISON AVENUE
NEW YORK NY 10022
Phone
212-960-8042
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$681M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Total Accounts | 7 | +75.0% | — | — | — |
| Avg Account Size | $97M | 18.5% | — | — | — |
| Employees | 5 | 0.0% | — | — | — |
| AUM / Employee | $136M | +42.6% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $681M | +42.6% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 7 | +75.0% | — | — | — |